Purchases and Sales Made in Q2 2024 in First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (DOCT) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRAD FD VIII CBOE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
29.6KNew |
$1.1M - $1.14M
|
29.6K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.5K+ 366.06% |
$987K - $1.02M
|
33.8K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 193.86% |
$639K - $660K
|
26.1K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7KNew |
$547K - $565K
|
14.7K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.3KNew |
$421K - $434K
|
11.3K
$453K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.99K+ 116.1% |
$260K - $268K
|
13K
$520K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.59K+ 5.0% |
$208K - $214K
|
117K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 8.89% |
$83.4K - $86.1K
|
27.5K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 2.57% |
$70.9K - $73.1K
|
76.1K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.88K+ 38.13% |
$69.9K - $72.2K
|
6.81K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.71K+ 8.51% |
$63.7K - $65.8K
|
21.9K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.64K+ 21.88% |
$61K - $63K
|
9.14K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
943New |
$35.1K - $36.2K
|
943
$37.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
666+ 59.52% |
$24.8K - $25.6K
|
1.79K
$71.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
348+ 3.28% |
$12.9K - $13.4K
|
10.9K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 1.21% |
$3.61K - $3.72K
|
8.13K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
89+ 1.0% |
$3.31K - $3.42K
|
8.97K
$359K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79+ 0.5% |
$2.94K - $3.03K
|
16K
$640K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8New |
$298 - $307
|
8
$320
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12- 0.21% |
$446 - $461
|
5.73K
$229K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-30- 0.33% |
$1.12K - $1.15K
|
8.95K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-143- 1.66% |
$5.32K - $5.49K
|
8.48K
$339K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-168- 0.33% |
$6.25K - $6.45K
|
51.4K
$2.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-266- 2.5% |
$9.9K - $10.2K
|
10.4K
$415K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-510- 12.1% |
$19K - $19.6K
|
3.7K
$148K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 32.92% |
$20.8K - $21.5K
|
1.14K
$45.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-580- 15.72% |
$21.6K - $22.3K
|
3.11K
$124K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-910- 10.4% |
$33.9K - $34.9K
|
7.84K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.02K- 4.57% |
$37.8K - $39K
|
21.2K
$849K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.15K- 2.26% |
$42.7K - $44K
|
49.7K
$1.99M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.51K- 9.89% |
$56.1K - $57.9K
|
13.7K
$550K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.7K- 4.92% |
$63.1K - $65.1K
|
32.8K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.99K- 56.47% |
$73.8K - $76.2K
|
1.53K
$61.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3K- 13.97% |
$112K - $115K
|
18.5K
$740K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.78K- 3.67% |
$141K - $145K
|
99.3K
$3.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.11K- 21.76% |
$153K - $158K
|
14.8K
$592K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.79K- 28.97% |
$178K - $184K
|
11.7K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.5K- 2.56% |
$205K - $211K
|
210K
$8.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.14K- 13.08% |
$266K - $274K
|
47.5K
$1.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.8K- 54.61% |
$365K - $376K
|
8.15K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.8K- 5.89% |
$401K - $414K
|
172K
$6.89M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-12.2K- 72.99% |
$453K - $468K
|
4.51K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 18.65% |
$498K - $514K
|
58.4K
$2.34M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.3K- 15.45% |
$569K - $587K
|
83.7K
$3.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-19.3K- 50.57% |
$716K - $739K
|
18.8K
$753K
|